See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,134 | $61,272-57.3% | $149,673-82.5% | $71,457-63.4% |
| Participation rate | 83.3% | 62.5%+20.8pp | 78.8%+4.6pp | 67.9%+15.4pp |
| Annual return | 16.93% | 35.85%-18.9pp | 134.42%-117.5pp | 28.85%-11.9pp |
| Employer contribution / active EE | $1,107 | $2,378-53.4% | $4,818-77.0% | $2,588-57.2% |
| Participant deferral / active EE | $2,270 | $2,917-22.2% | $5,680-60.0% | $4,289-47.1% |
| Admin fee / account holder | $165 | $1,261-86.9% | $13,210-98.8% | $1,587-89.6% |